STRAIGHTFORWARD STARTING PRICES
Choose a starting point. We’ll build the right scope around your books, tax needs, and goals.
01 / BOOKS & TAX READINESS
A clearer picture of your business.
Starting at$625/month
For ongoing monthly books and year-end tax readiness. Tax returns and tax planning are quoted separately.
Explore Foundation02 / TAX + BOOKS
Your books and taxes, working together.
Starting at$925/month
Includes one business federal return per annual engagement cycle. Owner returns and state filings are quoted separately.
Explore Growth03 / BOOKS, TAX & ADVISORY
A partner for the decisions ahead.
Starting at$1,350/month
Adds quarterly advisory on cash flow, profitability, and owner decisions. Return coverage is the same as Growth.
Explore Strategic PartnerCustom Advisory starts at $1,750/month. Let’s shape a relationship around your business.
Monthly packages are recurring service relationships. Your engagement will define included returns, accounts, transaction volume, meeting cadence, billing terms, and start date. Additional entities, state returns, payroll, sales tax, historical cleanup, and prior-year work are included only when specifically agreed.
WHAT CHANGES AS YOU MOVE UP?
| Service | Foundation · $625/mo | Growth · $925/mo | Strategic Partner · $1,350/mo |
|---|---|---|---|
| Bookkeeping & reconciliations | Monthly | Monthly | Monthly |
| Financial statements | Monthly | Monthly | Monthly |
| Tax-readiness review | At year-end | At year-end | At year-end |
| Business federal tax return | Separate quote | One per annual engagement cycle | One per annual engagement cycle |
| Tax projection & estimated-payment planning | Separate quote | Annual projection; estimates reviewed at quarterly check-ins | Same as Growth |
| Financial check-ins | As separately agreed | Quarterly | Quarterly, with advisory |
| Cash flow, profitability & owner strategy | Separate quote | Separate quote | Quarterly advisory |
| Owner returns & state filings | Separate quote | Separate quote | Separate quote |
Starting scopes assume one business entity and current books. Your proposal sets account and transaction limits, included tax year, meeting length, software costs, and response expectations. Payroll, sales tax, cleanup, prior-year work, and additional entities are separately scoped. Starting midyear may require a separate fee for annual tax work; monthly billing does not automatically cover prior periods.
FOCUSED SUPPORT
Per tax year. Investments, rental properties, self-employment, and state filings help determine your scope.
Per return, per tax year. Based on tax-ready books; cleanup and owner returns are scoped separately.
These are separately scoped bookkeeping engagements, not the bundled packages above. The $425 starting point is for a narrower scope; it does not include Foundation’s year-end tax-readiness review. Account and transaction limits are set in your proposal. Tax returns, tax planning, and advisory are separate.
We review your situation and agree on the work before getting started. Government filing fees are separate.
A FEW HELPFUL ANSWERS
We look at your entity structure, transaction volume, accounts, filing requirements, and the support you need. You receive a proposal with the scope and fee before work begins.
Yes. Our fully remote model welcomes clients beyond St. Johns County and Florida. We’ll confirm that we can support your specific state and filing needs during our initial conversation.
Absolutely. We begin with an assessment and quote cleanup separately so your monthly support starts on a solid foundation.
Only when specifically included in your proposal. We’ll clearly identify business and owner returns, state filings, and any additional fees.
Once your engagement and portal access are ready, we use Canopy for client intake and document exchange. Please do not send tax documents or sensitive identification information through the general inquiry form.
LET’S LOOK AHEAD, TOGETHER